A Female Financial Advisor Network Designed to Help You Grow Your Firm
Scale on Your Terms
The Support You Wished You Had From Day One
When you launched your firm, you had a clear vision: serve clients on your terms, build something meaningful, and maintain full autonomy over your work.
You keep thinking:
- “I’ll figure out compliance and operations as I go.”
- “I can just piece together my tech stack.”
- “I’ll save money by building it myself.”
You’re making so many decisions solo that operations are consuming your weekends. What you need are better systems and strategic support.
Most financial advisors dramatically underestimate the time and the cost involved in standing up your own firm. We know. We tried it. That is why we started Equita. Your most valuable asset is your time. Invest the time you will be saving using the EquitaFN platform, on client facing activities instead.
Here at Equita we believe women-led firms deserve resources that empower them.
Equita Financial Network provides compliance support, operational infrastructure, succession planning, and most importantly, a community of female founders who share freely and are in your corner. Everything you would otherwise have to build, manage, and figure out on your own- coordinated, integrated, and ready from day one.
Results from our Financial Planner and Financial Advisor Community Network
The Impact
Average savings on operational expenses
Hours saved annually on backend operations
Year-over-year revenue growth
A Financial Planner & Financial Advisor Network Solution Built Around Your Growth
Our Offerings
For women financial advisors who are ready for a complete turnkey platform- infrastructure, community, and everything in between.
- Members-only EquitaFN Community platform
- Weekly virtual meetings & mastermind groups
- Financial advisor networking events and webinar series
- CFP® & NAPFA CE credits available
- Compliance support & E&O insurance
- Technology hub: CRM, client portal, billing
- Financial planning software
- Investment management options
- Custodial relationships with Charles Schwab & TIAA
For women who want connection, education, and peer support.
- Members-only EquitaFN Community platform
- Weekly virtual meetings & mastermind groups
- Financial advisor networking events and webinar series
- CFP® & NAPFA CE credits available
From Solo to Supported
Disclaimer: These testimonials were given by Equita Financial Network members. No cash compensation was provided for the testimonial, and there are no material conflicts of interest on the part of the person giving the testimonial resulting from their relationship with Equita Financial Network. Future results cannot be guaranteed. Each member’s experience will differ. Names shortened for privacy reasons.
How EquitaFN Supports Female Financial Planners and Advisors at Every Stage
just making the leap
If you’re breaking away from a larger firm or launching your own practice, you might be asking:
- How do I build the right infrastructure from day one?
- What tech, compliance, and insurance do I need?
- How do I build a client base from scratch?
Our platform is able to help you set a solid foundation from the start!
building + growing
Once your firm is up and running, the next set of challenges kicks in:
- How do I scale without burning out?
- How do I stop operational bottlenecks from slowing my growth?
- How do I connect with other women who understand what I’m building?
We eliminate the operational drag- so you can focus on clients and growth.
Legacy Planning
As your firm matures, you might be asking these long-term questions:
- How do I protect what I’ve built?
- What does succession planning look like for my firm?
- What if I need to step away from my practice for a week or longer?
We help you plan ahead with confidence, including our Succession Advantage™ program, offered in the signature membership tier.
Founded by Women Who’ve Been Exactly Where You Are
We’re Katie Burke and Bridget Venus Grimes-co-founders of Equita Financial Network and CFP® professionals who built our own independent, fee-only firms before building this community platform.
We know what it feels like to make the leap. The excitement of finally doing things on your own terms. The weight of every operational decision landing squarely on your shoulders. The moments when you wish you had someone to call who truly understood what you were building and could give you some advice.
That’s why we created Equita Financial Network.
We wanted every woman after us to have what we didn’t: a proven platform, a trusted partner ecosystem, and community of women who show up for each other every step of the way.
